Tax Planning
Remaining Charitable with the New Tax Code
2018—the first year of the newly administered tax code. While some of us were pleasantly surprised this past April, others of us not so much. A common reaction from our clients occurred with […]
Reimagining the Health Savings Account
When most people think of a Health Savings Account (“HSA”), they see a tax-efficient way to pay for medical expenses. During their company’s annual enrollment window, they elect to contribute enough into […]
The Tax Law Provision Benefiting Private School Families
By: Christopher T. Smith, CFP®
A provision within the “2018 Tax Cuts and Jobs Act” tax law now permits families to use 529 assets for up to $10,000 of K-12 tuition expenses per student, per year. If […]
Big Tax News for Small Business
By: Michael A. Montileone, CFP®
The passage of the Tax Cuts and Jobs Act (TCJA) in December 2017 has not delivered the simplicity that I had hoped it would; however, it has produced some tax cuts that are exceptional if addressed […]
A Looming Tax Problem?
By: Matthew D. Kelly, CFP®
In my last article, I outlined the noteworthy adjustments to our tax code under 2017’s Tax Cuts and Jobs Act. For most, the new tax reform will result in paying less taxes to the government. Great news…right? Of course. […]
2018 Tax Law Changes: What Do They Mean to Me?
By: Matthew D. Kelly, CFP®
Taxes are painful. Taxes are constantly changing. Taxes will never ever go away. Wow, what reassuring and uplifting sentiments! Unfortunately, these are undeniable truths. The recent changes under the Tax Cuts and Jobs Act will shake […]
A New Year’s Resolution
By: Matt Kelly, CFP®
It’s that time of year again. The snow has started falling. The holidays are seemingly stacked on top of one another. We have time off from work and our busy schedules. And, the […]
Six Estate Planning Focuses for Unmarried Couples
By: Trina Brown, Financial Planning Analyst
According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same time, […]
Tax and Estate Planning Throughout Retirement
By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®
There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being […]
Investment Benefits of Health Savings Accounts
As employers look for ways to control costs, in particular health care expenses, more and more employees will have the option of enrolling in High Deductible Health Plans (often referred to as HDHPs). Per IRS rules, in both 2015 and […]
